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Fidelity Investments
Portland, OR, United States
Job Description: Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supp
Job Source: Fidelity InvestmentsFidelity TalentSource LLC
Portland, OR, United States
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Job Source: KidsCare TherapyTigard, OR, United States
Regional Planning Consultant - Tigard, OR page is loaded Regional Planning Consultant - Tigard, OR Apply locations Portland, OR Metro time type Full time posted on Posted 2 Days Ago job requisition id 2093097 Job Description: Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?
Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.
The Expertise We’re Looking For We ask that you have sales experience in the financial service industry
We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
CFP certification preferred
The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.
The Skills You Bring Your planning skills and in-depth knowledge of financial product offerings
You are confident in front of an audience of any size and have impressionable public speaking skills
Your unparalleled desire to coach and impact others’ results
You are an approachable leader with the ability to effortlessly influence others
The Value You Deliver Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
Leading by example and demonstrating organized preparation and effective follow up skills
Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
How Your Work Impacts the Organization Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.
Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales Support Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
About Us At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:
For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact [email protected]
For roles based in Germany: Contact A [email protected]
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Regional Planning Consultant - Tigard, OR jobs in Tigard, OR, United States
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